May 25, 2017: Upgrade Clients from Mail+ to Marketing Automation
Administrators in Agency instances of SharpSpring can now upgrade clients from Mail+ to Marketing Automation by using the manage clients feature. To upgrade a client instance from Mail+ to Marketing Automation, follow these steps:
As an Administrator, click User Settings then click Settings.
Under Agency Tools, click Manage Clients.
Click the options cog located on the far right of the client instance you would like to upgrade to Marketing Automation.
From the drop-down menu, click Upgrade to Marketing Automation.
Confirm your decision to upgrade the client by typing upgrade into the confirmation modal then click Upgrade Company.